Creating Reports with Smart Slices

Data source types: Essbase, Financial Management

Smart Slices are created as described in Creating Smart Slices and managed by administrators or others with privileges specified by the data source, Database Administrator in Essbase, for example. They are stored centrally and are available to users from the Smart View Panel. Other uses can create Smart Slices for storage on their local computer.

An entire report is associated with an Excel workbook, a Word document, or a PowerPoint presentation. One report is associated with an Excel worksheet, a Word page, or a PowerPoint slide. For PowerPoint presentations, Oracle recommends one report type per slide.

You can create reports from entire Smart Slices or from subsets of data in a Smart Slice. Reports can then be displayed on an Excel spreadsheet, Word document, or PowerPoint slide. You can display as many reports from as many data sources as space will permit on one sheet.

  To create a report from a Smart Slice:

  1. From the Smart View Panel, select a Smart Slice.

  2. In the Action Panel, do one of the following.

    • To work with the Smart Slice as is, click Insert Smart Slice into report. The Smart Slice is displayed in the Report Designer in the lower portion of the Smart View Panel.

    • To create a subset of the Smart Slice for local storage, click Modify Smart Slice and insert into report and use the Smart Slice Designer as described in Creating Smart Slices.

      Note:

      If you use Modify Smart Slice to create a Smart Slice, you must select the newly-created Smart Slice from the Smart View Panel tree list before performing ad hoc analysis.

  3. Click Insert button.

  4. From the drop-down menu, select one of these report types to place on the grid:

    • Function Grid — a dynamic grid format

      Function grids can be used with Word, PowerPoint, and Excel. When you refresh a function grid, data cells are refreshed; members are not. To refresh both data and members, you must reinsert the function grid into the sheet. For this reason, function grids are most useful for reports in which members remain reasonably static. For reports whose members may change more often, tables and charts are better report types. Although you can have multiple reports on a worksheet, you can have only one function grid.

      You can use Excel formulas, for example SUM, with function grids. To retain such formulas as part of the function grid, you must leave one empty row between the grid and the cell containing the formula and include the empty row in the range of cells selected for the formula definition. This permits retention of the formula when refreshing the data results in a different number of rows in the grid.

      To format a function grid, use Excel formatting capabilities.

    • Table

      Tables can be used with PowerPoint and Excel. Table reports display results in a grid format that floats on the document and can be moved and re-sized. When you refresh a table, both members and data are refreshed. Tables are useful for displaying large grids in a smaller space; their scrollbars enable you quickly to access rows and columns.

      You can zoom in and out in a table report, but you cannot perform other ad hoc operations or use free form.

    • Chart

      Charts can be used with PowerPoint and Excel. In PowerPoint, contents of charts and tables are visible only in presentation mode. Chart reports display results in a chart format that floats on the document and can be moved and re-sized. When you refresh a chart, both members and data are refreshed.

  5. Optional: To move or re-size a table or chart, click Design Mode button and then move or re-size.

  6. To insert a report control, click Insert button.

  7. From the drop-down menu, select one of these report control types:

    • POV (a report can contain only one POV)

    • Slider (a report can contain multiple sliders). See Sliders.

    A report can contain a POV or sliders, but not both.

  8. Refresh.

  9. Optional: to create a separate report for any or all of the members of one dimension in the report and cascade these reports separately across the worksheets of the workbook, see Cascading Reports and Ad Hoc Grids.

    Note:

    In reports that contain a chart and a table, cascading may cause the chart and table to overlap the next time you open the workbook.